Professional Advisors
One Valley Community Foundation works with professional advisors to help your clients make meaningful, informed decisions about their philanthropy. You serve an important role in helping your clients make legal and financial decisions about their estates. As experts on local giving, we can help you assist your clients in achieving their charitable giving goals.
Information for Advisors
Estate Planning Attorneys
Donor-advised funds make it easy to help your clients who are passionate about continuing to support their favorite charities as a part of their ongoing legacy. Our donor-advised funds not only provide a value-added service, but also make a meaningful impact on your clients and the causes they care about.
Donor-advised funds allow your client to name successor advisors to their fund. Many donors choose to involve their children and grandchildren in their giving, inspiring philanthropists of the next generation while allowing you to create relationships with your clients and their heirs. We love working with multiple generations of givers.
There is no minimum dollar amount required to establish a donor-advised fund. There are also no minimums for gifts to the fund or grants from the fund. Each fund is assessed an administrative fee on a quarterly basis.
Different Ways to Give
Interested in learning more about the variety of ways to give to One Valley Community Foundation? Our easy online guide can help you find the best solution to match your goals. Visit our Ways to Give page to learn more.
Advisor Tools
Here are some helpful forms to share with your clients to get started.